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We understand the advice business. Our team brings together experts from different disciplines who know how to create an exceptional advisor and investor experience.

Chris_Arizin

Christopher Arizin

Managing Director, East Region

Jeffrey Benfield

Jeffrey Benfield

Head of Advisor Solutions

Frank Byrd_BW

Frank Byrd

Managing Director, West Region

Gabriel_Garcia

Gabriel Garcia

Head of RIA Client Strategy and Experience

Stephanie Giaramita

Stephanie Giaramita

Head of Advisor Marketing

merissa_hall_bw

Merissa Hall

Head of Front-Office Technology

Erich Holland

Erich Holland

Executive Managing Director, Head of Advisor Strategy and Experience

Hovis_Heather

Heather Hovis

Head of Portfolio Management Experience

paul_klauder

Paul F. Klauder

Executive Vice President and Head of Business Development and Client Service, Asset Management

Michael-Lane

Michael F. Lane

Executive Vice President, Head of Asset Management

shauna_mace

Shauna Mace, CHPC

Head of Practice Management

Michael_Matkovic

Michael Matkovic

Managing Director, National Accounts

SEI-Steve-Miller

Steve Miller

Managing Director, New Client Team

Harley_Nager

Harley Nager

Managing Director, RIA Channel

marty_whalen

Marty Whalen

Head of Advisor Service and Operations

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RIAs and financial advisors